Quantitative Research

A-H Premium Weekly (Aug 21st): Smic, China South Air, Gtht, Yankuang Energy, China Telecom

21 Aug 2026 By Ke Yan, CFA
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Abstract: We analyzed A-H premium changes across 196 dual-listed A-H stocks for the week ending August 21st, with the average A-H premium at 79.8%. The average premium declined by 3.0ppt week-on-week, with 151 stocks seeing premiums decrease versus 45 increasing, led by weakness in Communication Services (-5.2ppt), Utilities (-4.9ppt), and Health Care (-3.7ppt). The largest premium increases were in Cansinobio (+39.6ppt, reaching a 52-week high at 202.8%), Sicc (+20.7ppt), Shandong Molong (+14.2ppt), Holly Futures (+13.3ppt), and Nexchip (+12.5ppt). The largest premium decreases were in Pharmaron (-24.1ppt, z-score -4.1), Datang Power (-19.5ppt), Smic (-18.0ppt), Nanhua Futures (-18.5ppt), and China South Air saw a notable increase of +6.2ppt to reach a 52-week high of 80.9%, while Gtht fell -12.1ppt, Yankuang Energy dropped -12.0ppt, and China Telecom declined -8.7ppt.

CHINA TELECOM (728 HK) CHINA SOUTH AIR (1055 HK) HAIER SMARTHOME (6690 HK) SMIC (981 HK) YANKUANG ENERGY (1171 HK) GTHT (2611 HK)

Highlighted Stocks

CHINA TELECOM, CHINA SOUTH AIR, HAIER SMARTHOME, SMIC, YANKUANG ENERGY, GTHT

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